ACI Worldwide achieved a 39% increase in net new ARR bookings in Q1 2026, primarily driven by strong growth in the Biller segment, new contract wins, and expansion of SaaS offerings such as Speedpay One, across diverse verticals.
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What drove the 39% increase in net new ARR bookings in Q1?
ACI reported that net new ARR bookings increased 39% to $12 million in Q1. 1 The company’s executives attributed this growth primarily to strong new business wins and expansion across ACI’s recurring, software-led payment and biller businesses, with Speedpay One and SaaS offerings (including “Biller Business” and “Payment Software”) playing central roles. 21
Management also described the increase as coming from broad-based deal activity rather than something unusually concentrated:
A meaningful portion of net new ARR came from expanding relationships with existing customers:
Although the 39% metric was specifically net new ARR bookings, management linked the results to product modernization and SaaS-led recurring offerings:
The company explicitly pushed back on the idea that the quarter’s bookings were distorted by timing:
ACI’s 39% increase in net new ARR bookings to $12 million in Q1 was primarily driven by strong Biller performance (majority of ARR growth), fueled by Speedpay One-related new contract wins and expansionary upsells, complemented by broad-based, software-led recurring demand across verticals and renewal/upsell performance that exceeded expectations, with management indicating there was no major unusual pull-forward effect behind the results. 21635
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